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Sunpointe, LLC

SEC CIK
0002012181
Latest filing
Jul 24, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Sunpointe, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
1,705
Value
$1.82M
% of portfolio
0.5%
Quarters held
11
Since Q4 2023
Holdings of CAT by Sunpointe, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,705$1.82M0.5%−209−10.9%ReducedHolders
Q1 20261,914$1.36M0.4%+371+24.0%AddedHolders
Q4 20251,543$883.9K0.3%+5+0.3%AddedHolders
Q3 20251,538$733.9K0.3%−3,248−67.9%ReducedHolders
Q2 20254,786$1.86M0.7%+87+1.9%AddedHolders
Q1 20254,699$1.55M0.8%−330−6.6%ReducedHolders
Q4 20245,029$1.82M0.9%+4,176+489.6%AddedHolders
Q3 2024853$333.6K0.3%−189−18.1%ReducedHolders
Q2 20241,042$347.1K0.2%+346+49.7%AddedHolders
Q1 2024696$255.0K0.3%−14−2.0%ReducedHolders
Q4 2023710$209.9K0.3%–No prior filingHolders